Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Pryz is a financial advisor with over 14 years of experience in the financial services industry. Patrick is currently registered with Mariner Wealth and is also a Certified Financial Planner. Patrick previously worked with Millington Securities, Inc., Quasar Distributors, LLC, Funds Distributor, LLC, KBS Capital Markets Group LLC, and Fidelity Brokerage Services LLC. Patrick is registered to provide investment advisory services in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
11/15/2021 - Present
Mariner Wealth (MANASQUAN NJ)
NJ
01/03/2017 - 10/29/2021
MILLINGTON SECURITIES, INC. (RED BANK NJ)
ME
07/18/2016 - 12/31/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
06/26/2015 - 07/06/2016
FUNDS DISTRIBUTOR, LLC (NEW YORK NY)
CA
07/09/2013 - 12/31/2014
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
12/03/2008 - 07/09/2013
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
IA
Issued 08/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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